-4.2%
APO vs RBA
-6.7%
+2.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.8% |
| 7D | +3.5% | -0.5% | +4.0% | +3.7% |
| 30D | +4.4% | +6.8% | -2.5% | +2.4% |
| 3M | -12.1% | +9.5% | -21.5% | -14.4% |
| 6M | -7.2% | -8.2% | +1.0% | -6.2% |
| YTD | -15.1% | -7.7% | -7.4% | -17.2% |
| All | -4.2% | -6.7% | +2.5% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling